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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Beverly Hills Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overviewAll 13F holders of IBMFull Q2 2026 holdings

Shares (Q2 2026)
1,982
Value
$557.3K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of IBM by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,982$557.3K0.1%−1,390−41.2%ReducedHolders
Q1 20263,372$817.3K0.1%−156−4.4%ReducedHolders
Q4 20253,528$1.04M0.2%−104−2.9%ReducedHolders
Q3 20253,632$1.02M0.2%−64−1.7%ReducedHolders
Q2 20253,696$1.09M0.2%−420−10.2%ReducedHolders
Q1 20254,116$1.02M0.2%−173−4.0%ReducedHolders
Q4 20244,289$942.8K0.2%−104−2.4%ReducedHolders
Q3 20244,393$971.3K0.2%−823−15.8%ReducedHolders
Q2 20245,216$902.1K0.2%−290−5.3%ReducedHolders
Q1 20245,506$1.05M0.2%−706−11.4%ReducedHolders
Q4 20236,212$1.02M0.3%−164−2.6%ReducedHolders
Q3 20236,376$894.6K0.3%−5,787−47.6%ReducedHolders
Q2 202312,163$1.75M0.3%+3,860+46.5%AddedHolders
Q1 20238,303$1.09M0.3%+2,143+34.8%AddedHolders
Q4 20226,160$867.9K0.4%–No prior filingHolders